How do I let my clients know their total outstanding balance? Can I send an...
FreshBooks handles account statements for you! This statement summarizes all of your clients invoicing and payment history on one page (if it fits). You can use this for your records, and also send...
View ArticleHow do I record bad debt or a void invoice in FreshBooks?
Bad debt is when you have done work and created an invoice for a client, but that invoice will never be paid. How do you write this invoice off as bad debt? What if you need to void an invoice?...
View ArticleCan I handle offline payments using FreshBooks?
FreshBooks does support partial payments when you are getting paid offline (cash, cheque, some other form of electronic payment that is not run through a Freshbooks integrated payment gateway). You...
View ArticleCan my clients pay invoices partially online using FreshBooks?
FreshBooks does not support online partial payments. Your customers need to pay the full amount of the invoice when paying you through an integrated payment gateway. That being said, there are ways...
View ArticleHow can I get paid faster?
FreshBooks has a lot of tools that will help you get paid faster. Try some of the suggestions below: 1) Set your default terms and conditions Simply click on any invoice (or create a new invoice) and...
View ArticleHow do I make an invoice?
FreshBooks makes sending online invoices easy. You’ll just need to follow these steps to get your first invoice rolling! a. Create a client b. Create an invoice c. Enter a payment Let’s take a more...
View ArticleHow do I change the column headings on my invoices/estimates?
By default, FreshBooks invoices and estimates have headings for time (Task, Time Entry Notes, Rate, Hours). If you would like to invoice or generate an estimate for items, you can add headings that...
View ArticleWhat are these extra credits that appear in my Payment History? I don’t...
Some of us enter a payment for an invoice manually. Some of us put in too much money towards an invoice. Luckily, FreshBooks is smart enough to handle this for you. When you enter a payment for an...
View ArticleHow to Handle Advanced Payments Collected Outside of FreshBooks
Do you collect advanced payments offline, outside of FreshBooks? This section is for you! [If you want to collect the advanced payment via FreshBooks (i.e. create an invoice for it), please go here.]...
View ArticleHow do I remove FreshBooks branding?
You can remove the FreshBooks branding if you have a paid account. Branding can be disabled by: 1. Go to ‘Settings’ (in the upper right-hand corner) 2. There are a bunch of arrow tabs. Click the...
View ArticleHow to Collect Advanced Payments with FreshBooks
Do you accept advanced payments? Clients are unable to partially pay for an invoice online through FreshBooks. Therefore, some people handle advanced payments by splitting up their payments into...
View ArticleWhy do my partially paid invoices not show up in my Accounts Aging report?
Partially paid invoices may not show up in your Accounts Aging report if they are still in draft mode and are not “active” invoices. This may be because a credit was applied to the invoice while...
View ArticleWhere do I create/manage tasks?
To create new tasks, or make changes to existing ones, follow these steps: 1) Go to the “Time Tracking” task 2) Go to the “Tasks” subtab 3) Click on “New Task” to create a new one, or “edit” to make...
View ArticleWhy are my recurring profiles creating draft invoices if I turned on the...
So you’ve create a recurring profile, turned on the ‘Send Automatically’ option, and sit back and relax. And wait. And wait. Nothing happens. What’s going on? Did you select how you’d like the...
View ArticleHow do I enter a payment against an invoice not yet created by a recurring...
Since recurring invoices are not created until the day you have indicated, i.e. the 1st of the month, there is no way to mark it as paid before the invoice is generated. But have no fear! Here’s what...
View ArticleHow to Create and Send your First Invoice
Watch Christopher Tabat, a Texas-based voiceover professional, talk about how to create and send your first very first invoice in FreshBooks! In this video Christopher will show you how to do the...
View ArticleTime Tracking
Watch how FreshBooks customer, Emma, from Strawberry Jam Marketing uses Time Tracking in FreshBooks to streamline projects and manage team productivity. In this video Emma will teach you how to:...
View ArticleDo my clients see how much they owe me?
Yes they do! Whenever you send an invoice to your clients, there is a message above it showing how many past due invoices they have and what total amount they still owe you. The can follow a link to...
View ArticleHow to I change the language for a client?
While our interface is only available in English, you can send invoices and estimates in the following languages: Danish, Dutch, Estonian, French, German, Italian, Norwegian, Portuguese, Spanish and...
View ArticleWhen do recurring invoices get sent out?
Good question! This question is important for people using FreshBooks in a different timezone, especially timezones much further from us (EST), i.e. Australian and New Zealand. Recurring profiles...
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